Samantha Gorny (CRD# 7681401) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Austin Asset | Austin, TX | Mar 2021 - Current | 3 |
| All Web Leads | Austin, TX | Oct 2020 - Mar 2021 | < 1 |
| New York University | New York, NY | Mar 2020 - Oct 2020 | < 1 |
| Union Square Hospitality Group | New York, NY | Sep 2019 - Mar 2020 | < 1 |
| Asti Trattoria | Austin, TX | Aug 2017 - Aug 2019 | 2 |
| University Of Texas | Austin, TX | Nov 2016 - Aug 2017 | < 1 |
| Adventures Outback | Austin, TX | Nov 2015 - Nov 2016 | 1 |
| University Of Texas | Austin, TX | Aug 2014 - Nov 2015 | 1 |
| Sugar Land Ice And Sports Center | Sugar Land, TX | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- TX
-
Total Assets Under Management1,539MILLIONS
-
Total Number of Accounts2,310ACCOUNTS
-
Average Account Value$666,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, TX
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